Advisors for $1 million to $3 million in Utah
How do I find fee-only advisors for $1 million to $3 million in Utah?
In Utah, look for a fee-only firm whose typical client looks like you, with tax and estate planning included in the fee. At this level the fee is large in dollars, so ask exactly what it covers. Records to start with include Kyle Glover of Three Seasons Wealth, Michael Brown of Jacobsen Capital Management and Clinton Cannon of Cannon Capital Management.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Kyle Glover Three Seasons Wealth, Salt Lake City Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Michael Brown Jacobsen Capital Management, Salt Lake City Holds the CFP. Fees on file: percentage of assets, hourly.
- Clinton Cannon Cannon Capital Management, Salt Lake City Holds the CFA. Fees on file: percentage of assets.
- John Freed A & C Investment, Salt Lake City Holds the CFP. Fees on file: percentage of assets, hourly.
- Braxton Leicht Beta Wealth Group, Park City Fees on file: percentage of assets.
- Benjamin Driggs Navigate Financial, Salt Lake City Fees on file: percentage of assets, ongoing planning fee.
By the numbers
- Advisors listed
- 28
- Firms
- 13
- Cities
- 6
- Hold the CFP
- 11%
- Other credentials: CFA 4%
- How they charge (of 28 with fees on file): percentage of assets 100% · fixed fees 61% · hourly 25% · ongoing planning fee 11%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors for $1 million to $3 million by state
- California (428)
- Texas (312)
- Florida (209)
- Pennsylvania (208)
- Massachusetts (187)
- New York (178)
- Ohio (158)
- Illinois (131)
- Maryland (127)
- Georgia (126)
- Colorado (124)
- Michigan (104)
- North Carolina (104)
- Wisconsin (90)
- Connecticut (83)
- Tennessee (80)
- Indiana (77)
- Virginia (73)
- Arizona (71)
- Washington (68)
- Minnesota (64)
- New Jersey (63)
- Alabama (54)
- Nebraska (51)
- Oregon (48)
- Missouri (44)
- Louisiana (42)
- New Hampshire (29)
- Mississippi (26)
- Rhode Island (25)
Questions about advisors for $1 million to $3 million
How many fee-only advisors for $1 million to $3 million in Utah are there?
The Wellspent public graph lists 28 fee-only advisors for $1 million to $3 million in Utah, at 13 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $1 million to $3 million.
Where are fee-only advisors for $1 million to $3 million in Utah located?
Of the 28 fee-only advisors for $1 million to $3 million in Utah, 19 are in Salt Lake City, followed by 4 in Park City and 2 in Lindon.
How do fee-only advisors for $1 million to $3 million in Utah charge?
All 28 fee-only advisors for $1 million to $3 million in Utah with fees on file charge a percentage of assets. Many use more than one: 61% charge fixed fees and 25% charge by the hour.
How many fee-only advisors for $1 million to $3 million in Utah hold the CFP?
11% of the 28 fee-only advisors for $1 million to $3 million in Utah hold the CFP certification, based on the credentials listed on each record.
How does Wellspent decide who counts as fee-only advisors for $1 million to $3 million?
We divide the assets each firm reports on its Form ADV by its number of accounts. It's an average per account, so a household with several accounts may hold more.
What should I ask fee-only advisors for $1 million to $3 million in Utah?
What would I pay in dollars each year? Are tax and estate planning included in the fee? Does your fee drop as assets grow? Who would I actually work with?
How current is this list of fee-only advisors for $1 million to $3 million in Utah?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 28 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Kyle Glover | Three Seasons Wealth | Salt Lake City | CFP | Percentage of assets, Fixed fees |
| Clinton Cannon | Cannon Capital Management | Salt Lake City | CFA | Percentage of assets |
| Braxton Leicht | Beta Wealth Group | Park City | Not listed | Percentage of assets |
| Chace Cannon | Cannon Capital Management | Salt Lake City | Not listed | Percentage of assets |
| Daniel De Mille | Three Seasons Wealth | Salt Lake City | Not listed | Percentage of assets, Fixed fees |
| Dustin Gordon | Three Seasons Wealth | Salt Lake City | Not listed | Percentage of assets, Fixed fees |
| Jaycee Carroll | Three Seasons Wealth | Salt Lake City | Not listed | Percentage of assets, Fixed fees |
| Justin Vargas | Cannon Capital Management | Salt Lake City | Not listed | Percentage of assets |
| Theresa Sommerdyke | Three Seasons Wealth | Draper | Not listed | Percentage of assets, Fixed fees |
| Tory Parke | Three Seasons Wealth | Salt Lake City | Not listed | Percentage of assets, Fixed fees |
| Triton Lee | Cannon Capital Management | Salt Lake City | Not listed | Percentage of assets |
| Wendell Hill | Three Seasons Wealth | Kaysville | Not listed | Percentage of assets, Fixed fees |
| Benjamin Driggs | Navigate Financial | Salt Lake City | Not listed | Percentage of assets, Ongoing planning fee |
| Dennis Bassett | Navigate Financial | Salt Lake City | Not listed | Percentage of assets, Ongoing planning fee |
| Matthew Phillips | Navigate Financial | Salt Lake City | Not listed | Percentage of assets, Ongoing planning fee |
| Brett Leahy | Echelons Capital | Park City | Not listed | Percentage of assets, Fixed fees |
| John Rudio | Echelons Capital | Park City | Not listed | Percentage of assets, Fixed fees |
| John Freed | A & C Investment | Salt Lake City | CFP | Percentage of assets, Hourly |
| Michael Brown | Jacobsen Capital Management | Salt Lake City | CFP | Percentage of assets, Hourly |
| Dara Rosen Cohen | Silver Lake Advisory Partners | Salt Lake City | Not listed | Percentage of assets |
| Eric Jacobsen | Jacobsen Capital Management | Salt Lake City | Not listed | Percentage of assets, Hourly |
| Franklin Jacobsen | Jacobsen Capital Management | Salt Lake City | Not listed | Percentage of assets, Hourly |
| Jake Rehkop | SBC Investment Management | Saint George | Not listed | Percentage of assets, Fixed fees |
| Jon Debry | JD Investment Management | Salt Lake City | Not listed | Percentage of assets, Hourly |
| Larry Oshita | Lota Advisors LLC. | Salt Lake City | Not listed | Percentage of assets, Hourly |
| Richard Anderton | Oxford Wealth Management | Lindon | Not listed | Percentage of assets, Fixed fees |
| Taylor Vowles | Oxford Wealth Management | Lindon | Not listed | Percentage of assets, Fixed fees |
| Todd Pierce | Black Diamond Financial | Park City | Not listed | Percentage of assets, Hourly |
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